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Philomath School District 17J

Franklin Templeton

This Vendor Page has not been approved by Franklin Templeton,
but the information provided should be useful to you.

General Status

Franklin Templeton plans to have continued involvement in the 403(b) market. Franklin Templeton and has signed the CCC Umbrella ISA.

Landing Pages

Product and Fee Information

Click the link(s) below for information on Franklin Templeton products:

Marketing Information

Investment products of Franklin Templeton are marketed using the following approaches:

Helpful Employee Resources

If available, CCC has linked the vendor's educational resources below:

 

Philomath Status

This Vendor is an 'Exchange Only Vendor' in this District's 403(b) Plan.

Philomath Plan Number

When contacting Franklin Templeton to open an account, please reference Plan Number: To Be Determined

Philomath Local Contacts

The list below includes the most recent information available about the company's main avenue of contact as well as any local contacts, when available.

Investment Options

Franklin Templeton offers the following type(s) of investment option:

  • 403(b)(7) Custodial Mutual Funds (No-Load)
  • 403(b)(7) Custodial Mutual Funds (Load)
  • 403(b)(7) Custodial Mutual Funds (Deferred Sales Charges)

Roth 403(b) Contribution Policy

Franklin Templeton does NOT accept Roth 403(b) contributions.

Vendor Forms and Online Submissions Links

When possible, CCC lists links to vendor forms links below. In the event the form you require is not linked below, please contact Franklin Templeton to request your form.